Fisher Investments
Finance • Fintech • B2C
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
Responsabile Commerciale Regionale – Italian Tied Agent
Job not on LinkedIn
October 9
🗣️🇮🇹 Italian Required
Fisher Investments
Finance • Fintech • B2C
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
📋 Description
• Contattare telefonicamente potenziali clienti dall’alto profilo patrimoniale • Pianificare appuntamenti di persona per incontrare potenziali clienti • Lavorare da casa come libero professionista (Tied Agent) e focalizzarsi totalmente sull’acquisizione del cliente • Ricevere supporto dai nostri team interni e ottenere un flusso costante di lead
🎯 Requirements
• Verificabile track record su creazione e gestione di portafogli di investitori sui mercati azionari • Almeno 5 anni di esperienza di successo nella vendita a individui dall’alto profilo patrimoniale • Track record quantificabile nella chiusura di rapporti commerciali con nuovi investitori
🏖️ Benefits
• una struttura remunerativa estremamente generosa con un potenziale illimitato di guadagno • Servizio di prim’ordine con un tasso di retention del cliente del 99% • Struttura commissionale chiara che allinea gli interessi dell’azienda a quelli dei clienti • Divisione delle responsabilità così da permetterti di focalizzarti totalmente sulla vendita • Opportunità di lavoro a tempo pieno da casa • Gli attivi dei clienti sono detenuti in banche depositarie europee riconosciute e gestiti da Fisher Investments negli Stati Uniti
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